MORSE ASSET MANAGEMENT, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EBS | 218K | $1.92M |
 | NVDA | 199K | $37.21M |
 | AMZN | 90K | $19.80M |
 | IREN | 74K | $3.46M |
 | FTI | 72K | $2.85M |
 | AVGO | 66K | $21.73M |
 | PAA | 60K | $1.02M |
 | GOOGL | 56K | $13.69M |
 | APO-PA | 47K | $3.34M |
 | APLD | 47K | $1.07M |
 | MSFT | 43K | $22.26M |
 | EVR | 39K | $13.02M |
 | KMI | 35K | $1.00M |
 | MU | 31K | $5.12M |
 | XOM | 31K | $3.44M |
 | META | 30K | $22.33M |
 | ICE | 30K | $5.09M |
 | PANW | 30K | $6.11M |
 | AAPL | 29K | $7.30M |
 | VRT | 28K | $4.22M |
Emergent BioSolutions Inc.
EBS
Shares Held
218K
Value
$1.92M
NVIDIA Corporation
NVDA
Shares Held
199K
Value
$37.21M
Amazon.com, Inc.
AMZN
Shares Held
90K
Value
$19.80M
IREN Limited
IREN
Shares Held
74K
Value
$3.46M
TechnipFMC plc
FTI
Shares Held
72K
Value
$2.85M
Broadcom Inc.
AVGO
Shares Held
66K
Value
$21.73M
Plains All American Pipeline, L.P.
PAA
Shares Held
60K
Value
$1.02M
Alphabet Inc.
GOOGL
Shares Held
56K
Value
$13.69M
Apollo Global Management, Inc.
APO-PA
Shares Held
47K
Value
$3.34M
Applied Digital Corporation
APLD
Shares Held
47K
Value
$1.07M
Microsoft Corporation
MSFT
Shares Held
43K
Value
$22.26M
Evercore Inc.
EVR
Shares Held
39K
Value
$13.02M
Kinder Morgan, Inc.
KMI
Shares Held
35K
Value
$1.00M
Micron Technology, Inc.
MU
Shares Held
31K
Value
$5.12M
Exxon Mobil Corporation
XOM
Shares Held
31K
Value
$3.44M
Meta Platforms, Inc.
META
Shares Held
30K
Value
$22.33M
Intercontinental Exchange, Inc.
ICE
Shares Held
30K
Value
$5.09M
Palo Alto Networks, Inc.
PANW
Shares Held
30K
Value
$6.11M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.30M
Vertiv Holdings Co
VRT
Shares Held
28K
Value
$4.22M